Creative One Wealth, LLC Incresed Positions in Q3 2024

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.5K
+ 15.01%
$51.58 - $53.79 $853K - $890K
127K $6.8M
IXUS
Ishares Tr

ETFs
12.5K
+ 42.03%
$64.9 - $73.35 $812K - $918K
42.3K $3.07M
ORCL
Oracle Corp

Technology
4.13K
+ 34.23%
$125.9 - $170.35 $520K - $704K
16.2K $2.76M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
43.9K
+ 40.62%
$23.88 - $24.01 $1.05M - $1.05M
152K $3.65M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.23K
+ 185.53%
$285.48 - $330.24 $922K - $1.07M
4.97K $1.6M
LOW
Lowes Companies Inc

Consumer Cyclical
1.92K
+ 18.46%
$213.3 - $270.78 $410K - $521K
12.3K $3.34M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
34.2K
+ 13.61%
$23.78 - $25.04 $814K - $857K
286K $7.15M
DFAE
Dimensional ETF Tr

ETFs
33.8K
+ 47.49%
$24.46 - $27.82 $827K - $941K
105K $2.88M
CARR
Carrier Global Corp

Industrials
4.04K
+ 10.27%
$61.9 - $80.88 $250K - $327K
43.4K $3.49M
CAT
Caterpillar Inc

Industrials
1.26K
+ 14.24%
$316.8 - $391.12 $400K - $494K
10.1K $3.96M
IFRA
Ishares Tr

ETFs
15.2K
+ 24.98%
$41.55 - $46.97 $630K - $712K
75.9K $3.56M
MS
Morgan Stanley

Financial Services
9.09K
+ 121.18%
$92.07 - $106.96 $837K - $972K
16.6K $1.73M
BX
Blackstone Inc.

Financial Services
5.39K
+ 91.94%
$120.77 - $159.66 $651K - $861K
11.3K $1.72M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
34.7K
+ 6.62%
$14.94 - $15.76 $519K - $547K
559K $8.82M
O
Realty Income Corp

Real Estate
12.4K
+ 71.9%
$52.36 - $63.42 $647K - $783K
29.5K $1.87M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.3K
+ 25.45%
$36.02 - $41.68 $625K - $723K
85.5K $3.53M
INTU
Intuit Inc

Technology
1.95K
+ 26.41%
$602.97 - $670.49 $1.17M - $1.31M
9.32K $5.79M
JNJ
Johnson & Johnson

Healthcare
4.58K
+ 37.73%
$145.48 - $167.38 $666K - $766K
16.7K $2.71M
MMM
3 M CO

Industrials
4.61K
+ 52.16%
$99.69 - $139.42 $459K - $642K
13.4K $1.84M
IWY
Ishares Tr Russell 200 Growth

ETFs
4.04K
+ 86.25%
$194.66 - $225.97 $787K - $913K
8.73K $1.92M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12.2K
+ 46.96%
$58.75 - $64.07 $718K - $783K
38.2K $2.45M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
24.1K
+ 383.46%
$32.04 - $37.11 $772K - $894K
30.4K $1.11M
XLC
Select Sector Spdr Tr Communic

ETFs
9.31K
+ 88.4%
$82.16 - $90.4 $765K - $841K
19.8K $1.79M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
18.1K
+ 70.08%
$42.87 - $45.76 $777K - $829K
44K $1.99M
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.1K
+ 31.35%
$45.87 - $48.53 $737K - $780K
67.3K $3.25M
COST
Costco Wholesale Corp

Consumer Defensive
780
+ 16.65%
$801.83 - $917.05 $625K - $715K
5.47K $4.84M
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.8K
+ 11.07%
$48.4 - $50.91 $618K - $650K
128K $6.48M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.7K
+ 155.7%
$49.83 - $62.75 $783K - $986K
25.8K $1.49M
CWB
Spdr Bloomberg Convertible Sec

ETFs
10.7K
+ 155.8%
$71.19 - $76.59 $761K - $819K
17.5K $1.34M
CRM
Salesforce, Inc.

Technology
2.66K
+ 36.64%
$238.42 - $276.53 $635K - $737K
9.94K $2.72M
FLRN
Spdr Bloomberg Investment Grad

ETFs
27.4K
+ 205.07%
$30.55 - $30.85 $838K - $846K
40.8K $1.26M
NEE
Nextera Energy Inc

Utilities
6.7K
+ 33.64%
$69.9 - $84.97 $468K - $569K
26.6K $2.25M
AMGN
Amgen Inc

Healthcare
2.36K
+ 29.45%
$309.38 - $337.38 $731K - $798K
10.4K $3.35M
TPHD
Timothy Plan High Divid Stk Et

ETFs
3.17K
+ 1.2%
$34.67 - $37.7 $110K - $119K
268K $10.1M
MEDP
Medpace Holdings, Inc.

Healthcare
2.87K
+ 182.64%
$320.58 - $457.29 $921K - $1.31M
4.45K $1.48M
MGC
Vanguard Mega Cap ETF

ETFs
680
+ 0.92%
$185.93 - $206.64 $126K - $141K
74.9K $15.5M
SNPS
Synopsys Inc

Technology
1.71K
+ 315.13%
$463.97 - $621.3 $792K - $1.06M
2.25K $1.14M
RTX
Raytheon Technologies Corp

Industrials
4.37K
+ 31.93%
$99.55 - $123.34 $435K - $539K
18.1K $2.19M
KMI
Kinder Morgan, Inc.

Energy
28.4K
+ 35.08%
$19.72 - $22.22 $560K - $631K
109K $2.41M
CR
Crane Holdings, Co.

Industrials
469
+ 6.22%
$140.34 - $160.42 $65.8K - $75.2K
8.01K $1.27M
NFLX
Netflix Inc

Communication Services
1.01K
+ 41.23%
$598.55 - $722.26 $606K - $732K
3.47K $2.46M
PAYX
Paychex Inc

Industrials
5.22K
+ 81.16%
$116.17 - $135.19 $607K - $706K
11.7K $1.56M
PHYS
Sprott Physical Gold Trust

Financial Services
36.1K
+ 129.86%
$18.12 - $20.72 $654K - $748K
63.9K $1.3M
PRU
Prudential Financial Inc

Financial Services
6.21K
+ 60.65%
$105.53 - $127.32 $655K - $791K
16.4K $1.99M
VBR
Vanguard Small Cap Value ETF

ETFs
2.38K
+ 14.18%
$179.99 - $201.6 $428K - $480K
19.2K $3.85M
IWM
Ishares Russell 2000 ETF

ETFs
1.79K
+ 8.35%
$200.87 - $224.6 $360K - $403K
23.3K $5.14M
TMO
Thermo Fisher Scientific Inc.

Healthcare
693
+ 12.99%
$531.86 - $624.21 $369K - $433K
6.03K $3.73M
SPG
Simon Property Group Inc

Real Estate
4.24K
+ 127.97%
$146.09 - $170.11 $620K - $721K
7.56K $1.28M
CTAS
Cintas Corp

Industrials
12K
+ 350.09%
$201.38 - $819.83 $2.41M - $9.8M
15.4K $3.16M
Activity Summary
Buys All Purchases 805 New Holdings 229 Increased Positions 576 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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